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Calls

Active Calls

The Active Calls Section shows all current call information in the Active Calls file. Cairs.net provides optional methods for viewing call information depending on the information you are interested in. There are several view chooses within the Views pane, the Simple View is the default. This view provides detailed information about each individual call. By clicking the option button next to the any of the remaining views, you can sort the information based on the common characteristic the following options are available:


·         Simple View

·         Call Type

·         Extension

·         Organization

·         Subscriber

·         Call Date

·         Called Number

·         Site

·         Switch

·         State

·         City

·         Country

·         Trunk

·         Greatest Cost

·         Most Frequently Dialed

·         Greatest Duration

·         Custom View

Active Calls - VIDEO

View Active Call Records

1.       Click the Accounting menu.

2.       In the Navigation pane, click Calls and then Active Calls.

3.       Depending on the amount of call records that you have within your database, the list may not populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of a call record (site name, extension, etc.) then click the magnifying glass.

·         Click the Show All button.

4.   Once the list populates, click the plus sign (+) next to the call type to view each call record.

5.   Within the Views pane, there are 15 ways to sort (based on different characteristics) your active call database. You can refer to a view as a sort order. When you make a selection within the Views pane, the list on the right-hand side of the screen changes to the specified sort order. The following is a list of the different views:

·         Simple View – sorts the list based on account number and includes all the other views in column form.

·         Call Type – this is the default view. Cairs.net lists the calls by type.

·         Extension – sorts the list based on calling extension.

·         Organization – sorts the list based on the organization associated with the account number.

·         Subscriber – sorts the list alphabetically by the subscriber name associated with the account number.

·         Call Date – sorts the list based on call date.

·         Called Number – sorts the list based on called number.

·         Site – sorts the list based on the site name associated with the account number.

·         Switch – sort the list based on switch name associated with the account number.

·         City – sorts the list based on the city name associated with the account number.

·         Country – sorts the list based on the country name associated with the account number.

·         Trunk – sorts the list based on the trunk used to make the call.

·         Greatest Cost – sorts the list based on call price from most to least expensive.

·         Most Frequently Dialed – the list displays the most frequently dialed number based on duration. The called number with the highest duration displays at the top of the list.

·         Greatest Duration – the list displays the extension with the greatest duration of total calls.

·         Custom View – this selection allows you to create a custom view by dragging and dropping column headers to create a line display.

6.   To change the view, click the option button next to your selection. The list changes to the appropriate selection.

7.   To view all the calls within a selection, click the plus sign (+) next to the category name.

8.   Use the view and the search functionality together to produce various types of reports. Once the list (report) displays, export the information to an Excel or PDF file. 

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Creating a Custom Summary

1.     Click the Accounting menu.

2.     In the Navigation pane, click Calls and Media Imports > Active Calls.

3.     Within the Views pane, select Custom View. Within the Active Call list, there are two panes: the top pane will show the custom line display once created, as well as all the column headers that you can choose from. The lower pane displays the report.

4.     Within the top pane, click a field and drag it to the top of the pane to add it to your custom line display.

5.     To remove a column header from the line display, double-click the name.

6.     As you add fields to the line display, the report changes to reflect the added or deleted fields.

7.     Once your custom summary is complete, you can export the information into an Excel or PDF file.

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Exporting Active Calls

1.     Click the Accounting menu.

2.     In the Navigation pane, click Calls and then Active Calls.

3.     Depending on the amount of call records that you have within your database, the list may not populate. perform one of the following actions:

·         Within the search box, type any portion of a call record (site name, extension, etc.) then click the magnifying glass.

·         Click the Show All button.

4.   Once the list is populated, you can export the information. 

5.   Within the toolbar at the top of the screen, click the drop-down arrow next to Export. There are eight options to choose from:

·         Excel (All Levels) – exports all call records to an Excel spreadsheet. If you have several call records in your database, this procedure may take a moment.

·         Excel (Top Level Only) – exports only the top level of information. For example, if you have sorted the list by call type, only the calls types and associated information export into an Excel spreadsheet.

·         Excel (Expanded Levels Only) – exports the full detail for the expanded records to an Excel spreadsheet. The un-expanded records are in the file as a top level and you only see the summary line. Excel (Multiple Files) – exports each Call Type to a separate file.

·         PDF (All Levels) – exports all call records to a PDF file. If you have several call records in your database, this procedure may take a moment.

·         PDF (Top Level Only) – exports only the top level of information. For example, if you have sorted the list by call type, only the calls types and associated information export into a PDF file.

·         PDF (Expanded Levels Only) – exports the expanded records full detail to a PDF file. The un-expanded records are in the file as a top level, and you only see the summary line.

·         Tab Delimited Text (Top Level Only) – exports the top level of calls into a tab delimited text file.

6.   The file opens on your screen allowing you to save or modify the file in the appropriate program. 

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